4/19/2024 | Arvest Investments Inc. | 18,855 | $1.76M | 0.3% | +2.3% | 0.770% | |
2/13/2024 | Belpointe Asset Management LLC | 5,651 | $571K | 0.1% | -13.5% | 0.290% | |
2/12/2024 | Fortis Capital Advisors LLC | 5,651 | $571K | 0.3% | -13.5% | 0.290% | |
2/8/2024 | AMG National Trust Bank | 7,086 | $716K | 0.0% | -16.3% | 0.363% | |
2/6/2024 | Spire Wealth Management | 299 | $30K | 0.0% | +273.8% | 0.015% | |
1/24/2024 | Arvest Investments Inc. | 18,436 | $1.86M | 0.3% | N/A | 0.945% | |
|
1/12/2024 | FNY Investment Advisers LLC | 850 | $85K | 0.1% | N/A | 0.044% | |
11/16/2023 | Belpointe Asset Management LLC | 6,532 | $752K | 0.1% | +5.4% | 0.335% | |
11/8/2023 | AMG National Trust Bank | 8,464 | $974K | 0.0% | +2.6% | 0.434% | |
10/24/2023 | Stratos Wealth Partners LTD. | 2,613 | $301K | 0.0% | +21.9% | 0.134% | |
10/24/2023 | Raymond James & Associates | 5,692 | $655K | 0.0% | +9.5% | 0.292% | |
10/23/2023 | Commonwealth Equity Services LLC | 2,548 | $293K | 0.0% | -83.9% | 0.131% | |
10/20/2023 | Valeo Financial Advisors LLC | 2,550 | $293K | 0.0% | -16.4% | 0.131% | |
8/15/2023 | KGH Ltd | 96,309 | $10.96M | 0.8% | N/A | 4.939% | |
8/14/2023 | Eqis Capital Management Inc. | 2,061 | $234K | 0.0% | -84.8% | 0.106% | |
8/11/2023 | Harvest Investment Services LLC | 3,047 | $347K | 0.2% | +55.2% | 0.156% | |
8/10/2023 | WESCAP Management Group Inc. | 1,900 | $216K | 0.1% | -31.5% | 0.097% | |
8/10/2023 | Commonwealth Equity Services LLC | 15,861 | $1.81M | 0.0% | +2.7% | 0.813% | |
8/4/2023 | IFP Advisors Inc | 800 | $80K | 0.0% | N/A | 0.041% | |
8/3/2023 | AMG National Trust Bank | 8,252 | $939K | 0.0% | -3.3% | 0.423% | |
8/2/2023 | Bank of Montreal Can | 30,000 | $3.46M | 0.0% | N/A | 1.538% | |
7/31/2023 | LPL Financial LLC | 15,334 | $1.75M | 0.0% | -18.8% | 0.786% | |
7/25/2023 | Raymond James & Associates | 5,196 | $591K | 0.0% | -9.2% | 0.266% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 1,947 | $222K | 0.0% | +7.9% | 0.100% | |
5/16/2023 | Fortis Capital Advisors LLC | 4,639 | $626K | 0.3% | +67.7% | 0.238% | |
5/12/2023 | WMS Partners LLC | 1,955 | $264K | 0.0% | N/A | 0.100% | |
5/11/2023 | Envestnet Asset Management Inc. | 4,968 | $671K | 0.0% | +3.9% | 0.255% | |
5/10/2023 | AMG National Trust Bank | 8,535 | $1.15M | 0.0% | -10.1% | 0.438% | |
5/9/2023 | Laffer Tengler Investments | 1,743 | $235K | 0.1% | +22.9% | 0.089% | |
5/9/2023 | Milestone Asset Management LLC | 20,791 | $2.81M | 1.6% | N/A | 1.066% | |
5/8/2023 | Ground Swell Capital LLC | 1,914 | $258K | 0.4% | N/A | 0.098% | |
5/4/2023 | Ten Capital Wealth Advisors LLC | 1,035 | $140K | 0.0% | +5,075.0% | 0.053% | |
5/4/2023 | WESCAP Management Group Inc. | 2,774 | $375K | 0.1% | -4.4% | 0.142% | |
4/28/2023 | U S Global Investors Inc. | 200 | $27K | 0.0% | N/A | 0.010% | |
4/28/2023 | First National Corp MA ADV | 26,195 | $3.54M | 0.8% | +95.8% | 1.343% | |
4/26/2023 | Legend Financial Advisors Inc. | 26,392 | $3.56M | 3.0% | +2.7% | 1.353% | |
4/17/2023 | Gradient Investments LLC | 191 | $26K | 0.0% | +241.1% | 0.011% | |
4/14/2023 | Raymond James & Associates | 5,721 | $773K | 0.0% | -50.0% | 0.318% | |
4/12/2023 | National Bank of Canada FI | 2,890 | $599K | 0.0% | +19,166.7% | 0.161% | |
4/12/2023 | FNY Investment Advisers LLC | 500 | $67K | 0.1% | N/A | 0.028% | |
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2/15/2023 | Fortis Capital Advisors LLC | 2,767 | $457K | 0.3% | N/A | 0.154% | |
2/15/2023 | Axxcess Wealth Management LLC | 18,633 | $3.08M | 0.3% | N/A | 1.035% | |
2/10/2023 | WESCAP Management Group Inc. | 2,903 | $479K | 0.2% | -32.0% | 0.161% | |
2/10/2023 | Laffer Tengler Investments | 1,418 | $234K | 0.1% | +40.5% | 0.079% | |
2/9/2023 | Valeo Financial Advisors LLC | 3,050 | $504K | 0.0% | N/A | 0.169% | |
2/9/2023 | HighTower Advisors LLC | 1,356 | $224K | 0.0% | -40.5% | 0.075% | |
2/8/2023 | Raymond James & Associates | 11,445 | $1.89M | 0.0% | +80.9% | 0.636% | |
2/8/2023 | Belpointe Asset Management LLC | 2,778 | $459K | 0.0% | N/A | 0.154% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 3,259 | $538K | 0.0% | +64.3% | 0.181% | |
2/8/2023 | AMG National Trust Bank | 9,494 | $1.57M | 0.1% | -3.3% | 0.527% | |
2/7/2023 | Commonwealth Equity Services LLC | 15,355 | $2.54M | 0.0% | -1.7% | 0.853% | |
2/7/2023 | LPL Financial LLC | 17,741 | $2.93M | 0.0% | -29.2% | 0.986% | |
2/7/2023 | IFP Advisors Inc | 869 | $129K | 0.0% | -57.0% | 0.048% | |
2/7/2023 | Envestnet Asset Management Inc. | 4,783 | $790K | 0.0% | -17.8% | 0.266% | |
1/31/2023 | Kestra Advisory Services LLC | 1,550 | $256K | 0.0% | N/A | 0.086% | |
1/30/2023 | Legend Financial Advisors Inc. | 25,695 | $4.24M | 3.7% | -1.8% | 1.428% | |
1/26/2023 | First National Corp MA ADV | 13,380 | $2.21M | 0.5% | +19.5% | 0.743% | |
1/13/2023 | AdvisorNet Financial Inc | 207 | $34K | 0.0% | +152.4% | 0.012% | |
12/13/2022 | Perigon Wealth Management LLC | 1,084 | $218K | 0.0% | N/A | 0.060% | |
11/18/2022 | Legend Financial Advisors Inc. | 26,160 | $5.26M | 4.9% | -5.3% | 1.453% | |
11/15/2022 | Virtue Capital Management LLC | 3,291 | $661K | 0.1% | N/A | 0.188% | |
11/15/2022 | Commonwealth Equity Services LLC | 15,616 | $3.14M | 0.0% | +1.1% | 0.868% | |
11/14/2022 | Barometer Capital Management Inc. | 3,900 | $783K | 0.3% | N/A | 0.217% | |
11/10/2022 | Laffer Tengler Investments | 1,009 | $203K | 0.1% | +7.3% | 0.056% | |
11/10/2022 | Wolverine Asset Management LLC | 567 | $113K | 0.0% | N/A | 0.032% | |
11/10/2022 | UBS Group AG | 9,347 | $1.88M | 0.0% | +2.0% | 0.519% | |
11/9/2022 | Harvest Investment Services LLC | 1,413 | $283K | 0.3% | -61.3% | 0.079% | |
11/9/2022 | Synergy Asset Management LLC | 1,215 | $244K | 0.1% | -17.2% | 0.068% | |
11/8/2022 | IFP Advisors Inc | 2,023 | $228K | 0.0% | +98.3% | 0.112% | |
11/4/2022 | AMG National Trust Bank | 9,819 | $1.97M | 0.1% | +9.0% | 0.546% | |
11/3/2022 | Gamble Jones Investment Counsel | 1,110 | $223K | 0.0% | N/A | 0.062% | |
11/3/2022 | Mutual Advisors LLC | 3,651 | $733K | 0.0% | N/A | 0.203% | |
11/2/2022 | Rockefeller Capital Management L.P. | 940 | $188K | 0.0% | +6.9% | 0.052% | |
11/2/2022 | Avantax Advisory Services Inc. | 1,010 | $203K | 0.0% | N/A | 0.056% | |
10/25/2022 | Raymond James & Associates | 6,327 | $1.27M | 0.0% | -21.5% | 0.352% | |
10/24/2022 | Eqis Capital Management Inc. | 2,098 | $421K | 0.0% | -14.3% | 0.117% | |
10/24/2022 | First National Corp MA ADV | 11,201 | $2.25M | 0.6% | N/A | 0.622% | |
10/24/2022 | Stratos Wealth Partners LTD. | 2,304 | $463K | 0.0% | -14.0% | 0.128% | |
10/17/2022 | Tradewinds LLC. | 1,031 | $207K | 0.2% | N/A | 0.057% | |
10/17/2022 | Cambridge Investment Research Advisors Inc. | 1,984 | $399K | 0.0% | -9.7% | 0.110% | |
10/14/2022 | Gradient Investments LLC | 13,415 | $2.70M | 0.1% | +46,158.6% | 0.745% | |
8/15/2022 | Atria Wealth Solutions Inc. | 4,176 | $746K | 0.0% | -20.7% | 0.220% | |
8/13/2022 | Flow Traders U.S. LLC | 1,345 | $240K | 0.0% | N/A | 0.071% | |
8/11/2022 | AXS Investments LLC | 3,070 | $548K | 0.2% | +155.8% | 0.162% | |
8/11/2022 | WESCAP Management Group Inc. | 4,265 | $761K | 0.3% | N/A | 0.224% | |
8/8/2022 | Eqis Capital Management Inc. | 2,449 | $437K | 0.0% | +4.2% | 0.129% | |
8/8/2022 | Legend Financial Advisors Inc. | 27,623 | $4.93M | 5.1% | -36.1% | 1.454% | |
8/8/2022 | Synergy Asset Management LLC | 1,467 | $262K | 0.1% | N/A | 0.077% | |
8/5/2022 | AMG National Trust Bank | 9,012 | $1.61M | 0.1% | -7.3% | 0.474% | |
8/5/2022 | WMS Partners LLC | 1,875 | $335K | 0.1% | N/A | 0.099% | |
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If the plans in these leaked internal documents pan out, we could see prices skyrocket for Bitcoin, Ethereum, XRP and MORE…
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8/4/2022 | Steward Partners Investment Advisory LLC | 2,216 | $396K | 0.0% | +48.6% | 0.123% | |
8/3/2022 | Envestnet Asset Management Inc. | 5,171 | $923K | 0.0% | -25.0% | 0.272% | |
8/2/2022 | Banque Cantonale Vaudoise | 663 | $118K | 0.0% | -56.7% | 0.035% | |
7/28/2022 | National Bank of Canada FI | 145 | $26K | 0.0% | +262.5% | 0.008% | |
7/22/2022 | Stratos Wealth Partners LTD. | 2,680 | $479K | 0.0% | -17.8% | 0.141% | |
7/19/2022 | Commonwealth Equity Services LLC | 15,451 | $2.76M | 0.0% | +1.7% | 0.813% | |
7/13/2022 | Cambridge Investment Research Advisors Inc. | 2,197 | $392K | 0.0% | -7.6% | 0.116% | |
6/10/2022 | J.W. Cole Advisors Inc. | 42,048 | $56K | 0.0% | +2,607.5% | 2.002% | |
5/12/2022 | Legend Financial Advisors Inc. | 43,262 | $7.72M | 4.9% | +49.8% | 2.012% | |
5/10/2022 | AMG National Trust Bank | 9,723 | $2.03M | 0.1% | -1.6% | 0.452% | |